A Complete CRM Specially Designed for Travel Industry

Key Features

Dashboard

õ Daily Query Summary

õ Query Status Report

õ Top 10 Corporate Information

õ Most Selling Destination

õ Monthly Sales Report

õ To Do List

Lead Managementõ Manage Multiple Leads

õ Various Lead Stages

õ Capturing Calls, Meeting Follow-ups Information

õ Leads Directly convert to Query

õ Direct E-mail to Clients

õ Alerts and Reminders

Sales Managementõ Sales person can define Calls, Task & -

Meeting schedule

õ Define and Monitoring Sales Targets

õ Stage wise Sales Opportunity Pipeline

õ Sales Query

õ Real Time Sales Person Location Tracking

õ Monitor & Manage the Sales Performance

Incoming Query

õ Direct Mail Integration to remove manual Intervention

õ Direct integration with website for Inquiry

Form

õ Users can Approve or Discard Query

õ Quick search for specific Queries

õ Easy conversion of Leads into Queries

Query Tracker

õ Online Tracking of All Queries

õ Auto Generation Query ID with Auto Send Feature.

õ Auto Assigning of Query to Respective Destination Expert

õ Auto Mail Reading to Capture all Communication in CRM without Manual Intervention

õ Query Prioritization -High, Medium and Low

õ Multiple Query Status Assigned | Reverted | Option Sent

õ Follow-up | Confirmed | Time Limit Booking

õ TAT (Turnaround) for Each Query with Timestamp

õ Auto Email Notification for Better Monitoring

õ Auto Email Receipt Information

õ Option to generate Quotation and Itinerary

MICE Query Management

õ Complete information capture of MICE Query

õ Option to capture service information Hotel, Sightseeing and Transfer etc.

õ Auto Generation Query ID with Auto Send Feature.

õ Auto Assigning of Query to Respective operation staff

õ Auto Mail Reading to Capture all Communication in CRM without Manual Intervention

õ Query Prioritization -High, Medium and Low

õ Multiple Query Status Created Assigned | Reverted | Option Sent Follow-up | Confirmed

õ TAT (Turnaround) for Each Query with Timestamp

õ Auto Email Notification for Better Monitoring

õ Auto Email Receipt Information

MICE Query Management

õ For Faster communication option to chat on WhatsApp

õ Option for putting internal note for better visibility

õ Option to attach multiple document

õ Predefine response E-Mail templates so need to write mails

õ Option to generate multiple quotation for each query

õ Multiple notes option for every query

õ Direct Supplier communication from query

Supply Communication

õ User can send any query to respective supplier such as Hotel, Sightseeing, Transfer etc.

õ Option to send query DMC for tacking single quote to all services

õ Supplier can response through E-Mail

õ Auto E-Mail Reader feature to capture supplier communication in query

õ Operation Staff can approve or send further communication to supplier

õ Support multiple supplier communication

Payment Request

õ Supplier Payment Requisition Generation

õ Payment Mode Selection | Bill to Company Direct by Guest

õ Payment Type Full Payment | Partial Payment | On Credit

õ Remittance Payment Invoice

õ Payment Reminders

õ Corporate Payment Tracking

õ Auto E-Mail trigger on payment due date

õ Auto Gross Margin Calculation of Each File

Invoice Generation

õ Performa & Tax Invoice Generation

õ Different Types of Taxes can be Defined

õ Auto Capturing of Booking Details

õ Corporate Invoice Payment Tracking

õ Print | Email | Download Options Available

õ Option to send Invoice on WhatsApp

Voucher Generation

õ Customized Voucher Generation with Company Logo and Colour

õ Auto Hotel and other Supplier Capture Guest and other Important Data

õ Option to Show Cost or not in Voucher

õ Option to Enter Special Request

õ Multiple Amendments

õ Print | Email | Download Options Available

õ Configurable Terms & Condition

õ Option to send Invoice on WhatsApp

Corporate Management

õ Add/Modify Corporate Information

õ Define Corporate Category

õ Define Multiple Contact Details/Address, Bank Account etc

õ Option to Upload Business Agreement Specially for Corporate

õ Upload other Important Documents

õ Allocate Sales Staff and Operation staff

õ View Full list of all Corporates

õ Upload Data from Excel

B2C Management

õ Ability to Add/Modify Multiple B2C (Client)

õ Ability to Upload Documents e.g.Passport, VISA, and Nationality Certificate etc

õ Define Multiple Contact Details and Address, Bank Account Information etc

õ Enter His / Her Social Media links e.g. Facebook, Twitter and LinkedIn

õ Quick search of a client's details through keyword

Supplier Management

õ Ability to Add /Modify Supplier

õ Ability to Upload Data from Excel

õ Ability to Upload Business Agreement

õ Ability to View Full List of all Suppliers

õ Ability to Add Multiple Type Suppliers e.g. Hotelier, Sightseeing and Transporter

õ Ability to Upload Other Important Documents e.g. Tax Certificate, Registration Certificate etc

õ Payment Term Cash or Credit

õ Ability to define Multiple Contact Details and Address, Bank Account Information etc

Package Builderõ User can create Dynamic and Static Packages

õ System allows to create Domestic and International Packages

õ Users can add multiple Hotel, Sightseeing, Transfer and Flight

õ Option to upload Service wise Excel Rate Sheet

õ Predefined terms and conditions, inclusions, exclusions etc

õ Package price with separate mark-up for B2B and B2C clients: Percent or Absolute

õ Option to send package via email as PDF

Cruiseõ Option to enter wide range of suppliers specialized in

Cruises

õ Option to define different types of cruise ships with detailed information

õ Option to define Cabin Category and Type

õ Destination specific cruises offered as Cruise Package

õ Speedy Search for top cruising top destinations

õ Option to create cruise related packages

Document Management

õ Easy and Quick Document Retrieval

õ Various Types of Document can be Uploaded

õ Emailer, Templates, Brochures can be Stored in Repository

õ No more Email Search to Find any Document

õ Any Information can View/Download and Send

õ Document can be Attached with Query

Complaint Management

õ Can Lodge any Complain, Highlighted by Agent/Client

õ Option to Change Complain Status

õ Remarks Column is Available for Further Analysis

õ Based on Services, Supplier Rating can be Defined

õ Complaint Tracking

User Management

õ Ability to Define Hierarchy

õ Ability to Add/Modify Existing User

õ Roles Based Rights – Sales, Operations or Account Manager

õ Destination wise User Mapping.

õ Ability to View Full List of System Users Along with Information Like User Name, User Group, Status etc

õ Ability to Change Password of Any User

A Complete CRM Specially Designedfor Travel Industry

For more details please contact us at

E: info@deboxglobal.com, M: +91 9910910910

W: www.deboxglobal.com